ALY Chung signed West Music Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Music Co., Inc.'s EIN is 42-0737247.
Download the official 2024 Form 5500 (PDF) for West Music Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Music Co., Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $1.7M | 9.9% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.9% | |
| T. Rowe Price Retirement 2035 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $1.5M | 8.8% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.8% | |
| Fidelity 500 Index Mutual fund N/A | Common Collective Trusts | — | — | $1.4M | 8.5% | |
| T. Rowe Price Retirement 2040 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $1.3M | 8.0% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.0% | |
| T. Rowe Price Retirement 2050 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $1.3M | 7.9% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.9% | |
| TRP BLUE CHIP GR T6 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| T. Rowe Price Retirement 2055 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $1.1M | 6.7% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| T. Rowe Price Retirement 2045 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $1.0M | 6.2% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.0M | 6.2% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $943K | 5.6% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $779K | 4.7% | |
| BlackRock Total Return Mutual fund N/A | Other securities | — | — | $692K | 4.1% | |
| MGL Small Cap Value Mutual fund N/A | Other securities | — | — | $527K | 3.2% | |
| Fidelity Extended Market Index Mutual fund N/A | Mutual Funds | — | — | $473K | 2.8% | |
| T. Rowe Price Retirement 2015 Trust Common/collective trust N/A 58 T. Rowe Price Retirement 2020 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $423K | 2.5% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $423K | 2.5% | |
| T. Rowe Price Retirement 2060 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $413K | 2.5% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $413K | 2.5% | |
| BlackRock Mid-Cap Growth Equity Mutual fund N/A | Other securities | — | — | $391K | 2.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $386K | 2.3% | |
| Principal SmallCap Growth Mutual fund N/A | Other securities | — | — | $265K | 1.6% | |
| John Hancock Disciplined Value Mid Cap Mutual fund N/A | Other securities | — | — | $235K | 1.4% | |
| T. Rowe Price Retirement 2030 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $170K | 1.0% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $170K | 1.0% | |
| Fidelity U.S. Bond Index Mutual fund N/A | Mutual Funds | — | — | $143K | 0.9% | |
| T. Rowe Price Retirement 2065 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $123K | 0.7% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $123K | 0.7% | |
| Fidelity Global ex U.S. Index Mutual fund N/A | Mutual Funds | — | — | $99K | 0.6% | |
| T. Rowe Price Retirement 2005 Trust Common/collective trust N/A | Common Collective Trusts | — | — | $48K | 0.3% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $48K | 0.3% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $58 | <0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
